Make your tax time easy this year with a little preparation. Having the right paperwork can make filling a smooth process and a lot less stressful.
What you will need before you file
- Income Documents – w-2s from employers
- Form 1099 INT
- Interest & Dividend statements
Deductions & Credits
- Mortgage interest (Form 1098)
- Student Loan Interest
- Charitable Donations
Personal Information
- Social Security numbers (for yourself & dependents)
- Last year’s tax return
- Direct Deposit Information
Where can I get my 1099 INT provided from CrossRoads Community FCU?
- Your 1099 INT will be mailed to you (unless you have enrolled to receive them as an E-Notice)
- E-Notice 1099 INT – to retrieve your Form login to Online Banking and then E-Notices. The Documents Tab will show you what notices you have signed up for and/or how you can select what you would like to receive electronically.
